Integrated Wealth Concepts
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Integrated Wealth Concepts’s Pioneer Natural Resource Co. PXD Stock Holding History

Integrated Wealth Concepts’s Portfolio PXD Stock Details PXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,083
Closed -$1.33M – 1729
2024
Q1 		$1.33M Sell
5,083
-685
-12% -$161K 0.02% 649
2023
Q4 		$1.3M Sell
5,768
-1,213
-17% -$284K 0.02% 623
2023
Q3 		$1.6M Buy
6,981
+2,528
+57% +$575K 0.03% 522
2023
Q2 		$923K Buy
4,453
+2,211
+99% +$465K 0.02% 710
2023
Q1 		$458K Sell
2,242
-579
-21% -$124K 0.01% 883
2022
Q4 		$644K Buy
2,821
+478
+20% +$116K 0.02% 580
2022
Q3 		$507K Buy
+2,343
New +$535K 0.02% 587
2022
Q2 		– Sell
-853
Closed -$213K – 1087
2022
Q1 		$213K Sell
853
-426
-33% -$96.3K 0.01% 858
2021
Q4 		$233K Buy
1,279
+14
+1% +$2.58K 0.01% 876
2021
Q3 		$211K Sell
1,265
-106
-8% -$16K 0.01% 882
2021
Q2 		$223K Sell
1,371
-24
-2% -$3.77K 0.01% 740
2021
Q1 		$222K Buy
+1,395
New +$198K 0.01% 665

Other funds holding PXD

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Integrated Wealth Concepts's PXD Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 5,083 shares — an estimated $1.33M sold.

Integrated Wealth Concepts first reported a position in PXD in Q1 2021 and held it in 12 quarters. The position peaked at $1.6M in Q3 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,083 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $1.33M.
  • Integrated Wealth Concepts first reported a position in Pioneer Natural Resource Co. in Q1 2021 and held it in 12 quarters.
  • Integrated Wealth Concepts's Pioneer Natural Resource Co. position peaked at $1.6M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.